Delta Earnings On Deck After TSA Screens Record 3M Passengers: Analyst Says Airline Has 'Insulation' To Industry Issues
Delta Earnings On Deck After TSA Screens Record 3M Passengers: Analyst Says Airline Has 'Insulation' To Industry Issues
The COVID-19 pandemic, among other headwinds, sent the airline industry reeling after 2020.
2020年新冠疫情疫情与其他逆风因素导致航空业陷入困境。
While Delta Air Lines, Inc. (NYSE:DAL) has outperformed competitors American Airlines Group Inc (NASDAQ:AAL), Southwest Airlines Co (NYSE:LUV) and JetBlue Airways Corporation (NASDAQ:JBLU), it still has much to prove ahead of its second-quarter earnings.
尽管达美航空公司（纽交所：DAL）的业绩表现优于竞争对手美国航空集团股份公司（纳斯达克：AAL）、西南航空股份有限公司（纽交所：LUV）和捷蓝航空公司（纳斯达克：JBLU），但其在季度财报公布前仍有很多要证明的地方。
Meanwhile, new data from the TSA is an encouraging sign for the industry's recovery.
同时，TSA的新数据为行业复苏带来了积极的信号。
The Delta Analyst: According to a Monday note, Bank of America analyst Andrew G. Didora holds a Buy rating for Delta with a price target of $55.
达美航空公司分析师：据周一的一份研究报告，美国银行的分析师Andrew G. Didora为达美航空公司持有买入评级，并给出了55美元的目标价格。
Main Takeaways: Didora said Delta will "set the tone" for the airline industry when it reports earnings on Thursday, July 11. While the Atlanta-based airline is down 12% since its mid-May peak (due to concerns over domestic capacity and negative guidance revisions by competitors), the analyst believes that Delta benefits from its business model's resiliency.
主要结论：Didora表示，当达美航空公司在7月11日（星期四）公布季度业绩时，将为航空业“设定基调”。尽管这家总部位于亚特兰大的航空公司自5月中旬以来下跌了12%（由于对国内产能的担忧和竞争对手的负面指引修订），但分析师认为达美受益于其业务模型的弹性。
"While DAL is not immune to these industry dynamics, we believe its premium, corporate, and international exposures allow the airline to navigate these issues better than others," Didora said.
Didora表示：“尽管DAL对这些行业动态并非免疫，但我们认为其优质、企业和国际出口业务能够比其他公司更好地应对这些问题。”
Didora is encouraged by the company signaling that it will prioritize using free cash flows to pay down debt as a risk mitigant.
Didora对公司信号表达的使用自由现金流降低债务作为风险缓解措施表示鼓舞。
The analyst raised second-quarter EPS estimates from $2.25 to $2.41.
该分析师将第二季度每股收益预期从2.25美元上调至2.41美元。
Industry Recovery: Investors received other positive news for the airline industry from the TSA.
行业复苏：投资者从TSA获得了航空业的其他积极消息。
Over 3 million passengers were screened at TSA checkpoints throughout the U.S. on Sunday, July 7. The figure is a new record, beating the previous mark set on June 23. The record was surely helped by the Fourth of July holiday weekend.
7月7日星期日，美国各地的TSA检查站检查了超过300万名乘客，创下新纪录，超过了6月23日创下的记录。这条记录当然得到了美国国庆假期的帮助。
BREAKING NEWS: TSA Officers have set a new record for most travelers screened in a single day! On Sunday, July 7th, 3,013,413 people were screened at checkpoints nationwide, surpassing the previous record set on June 23, 2024. Traveling soon? Be sure to arrive early. Have travel... pic.twitter.com/uBTuhtMBQH
— TSA (@TSA) July 8, 2024
最新消息：TSA官员创造了单日最多检查旅客数的记录！7月7日星期日，全国检查站检查了3,013,413人次，超过了2024年6月23日创下的记录。最近要旅行吗？一定要早点到达。旅行。... pic.twitter.com/uBTuhtMBQH
—TSA（@TSA）2024年7月8日
TSA screenings are not only a proxy for the health of the airline industry but consumer confidence as a whole. Flying is now well above pre-COVID levels per a post on X.
TSA的检查不仅仅是航空业健康的代表，也是消费者信心的代表。根据X的帖子，飞行人数现在已经远远超过疫情前的水平。
"The TSA has daily data for the number of people scanning their boarding pass with a TSA agent, and it continues to show no signs of the economy slowing down" – Apollo's Slok pic.twitter.com/T4ZKwYcgXz
— Sam Ro (@SamRo) July 5, 2024
阿波罗公司的Slok表示：“TSA每天都有人扫描他们的登机牌的数据，它仍然没有显示出经济放缓的迹象。”
—Sam Ro(@SamRo)2024年7月5日
Betting markets peg TSA check-ins to average 2.76 million from July 8th to July 14th.
投注市场预计7月8日至7月14日TSA的登机人数平均为276万。
Price Action: Delta traded at $46.87, up 1.12% at the time of writing.
价格行动：达美航空公司交易价格为46.87美元，涨幅为1.12%，截至撰稿时。
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Image: Shutterstock
图片：shutterstock